Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,376 institutions that hold shares in the stock, with a total of 92.7 Million shares, which have been reported (via 13F filing form) to have a value of $30.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,000
shares
|
$324,330
0.03% of portfolio
|
Q3 2022
Added 66.67%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$324,330
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,000
shares
|
$324,330
0.13% of portfolio
|
Q3 2024
Added 38.31%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
998
shares
|
$323,681
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
995
shares
|
$322,708
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
991
shares
|
$321,411
0.1% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
982
shares
|
$318,492
0.18% of portfolio
|
Q2 2024
Reduced 7.88%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
979
shares
|
$317,519
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
979
shares
|
$317,519
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
977
shares
|
$316,870
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
975
shares
|
$316,221
0.17% of portfolio
|
Q3 2023
Reduced 2.5%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
975
shares
|
$316,221
0.01% of portfolio
|
Q4 2023
Added 9.8%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
975
shares
|
$316,221
0.01% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
974
shares
|
$315,897
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
974
shares
|
$315,897
0.18% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
972
shares
|
$315,248
0.01% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
967
shares
|
$313,627
0.05% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
966
shares
|
$313,302
0.15% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Oct 23, 2024 Q3 2024 |
966
shares
|
$313,302
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
965
shares
|
$312,978
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
958
shares
|
$310,708
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
957
shares
|
$310,383
0.07% of portfolio
|
Q3 2024
Reduced 47.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
952
shares
|
$308,762
0.01% of portfolio
|
Q3 2024
Added 20.05%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
951
shares
|
$308,437
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
950
shares
|
$308,113
0.03% of portfolio
|
Q1 2023
Added 111.11%
|